Newport / Newport Beach / Stony Brook / San Diego / /
Company
PSM Wealth Management LLC / Legal Specialization / JP Morgan / Investment Advisory Services / Natixis / CFA Senior Fixed Income / Morgan Stanley / The Bank of New York Mellon Corporation / BNY Mellon Wealth Management / Pearce Saunders Murray Wealth Management LLC / Goldman Sachs / Not FDIC Insured No Bank Guarantee / NFP Securities Inc. / The Northern Trust Company / City National Rochdale California Tax-Exempt Bond Fund / /
Country
United States / /
Currency
USD / / /
Event
Product Issues / /
Facility
Rockefeller Institute of Government / State University of New York / Rutgers University / Loyola University of Chicago / University of California / CFA Institute / /
University of California / New York Society of Security Analysts / CFA Society of San Francisco / City National Rochdale California Money Market Fund / Girl Scouts Association of Chicago / City National Rochdale California Tax-Exempt Bond Fund / State and Local Government / Rockefeller Institute / FINRA / Department of the Treasury / State University of New York / Medicare / California Bond Fund / Congress / California Board of Legal Specialization / Virginia Tech / Obama Administration / CFA Institute / Rutgers University in New Jersey / US Federal Reserve / Loyola University of Chicago / Pamplin School of Business / FDIC / Local Government / U.S. Treasury / /
Person
Steffi Gascón Hafen / Timothy Kay / Obama / Shannon Kennedy / Roundtable / Michael K. Korzenko / Gregory Kaplan / Snell / Steffi Gascón Hafen Steffi Gascón / Timothy Kay Tim Kay / / /
Position
board member / Portfolio Manager / global director / President / Municipal Market Advisors / director of sales / marketing and portfolio management / Wealth Advisor / General / estate planner / Manager award / Chartered Financial Analyst / Regional President / member of Washington Wealth / CEO Executive / Director / Senior Portfolio / Wealth Manager / Certified Specialist / Managing Director / general economic improvements / Certified Investment Management Analyst / leading wealth manager / Estate Planning Specialist and Certified Divorce Financial Analyst / Analyst / Chapman Strategic Advisors / member / /
Product
grantor trusts / /
ProvinceOrState
New Jersey / Southern California / New York / Delaware / California / Orange County / /
[removed]Wealth_Strategies_Layout[removed]:22 PM Page 37 WEALTH STRATEGIES An Advertising Supplement to the Orange County Business Journal • April 7, 2014 Sponsored by: